Rishabh Nair
Investment & Portfolio Management | Finance Professional
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About
MBA in Finance (IBS Hyderabad) with two years of corporate experience in credit and financial analysis, and hands-on portfolio construction work covering stocks, mutual funds, commodities and bonds using Markowitz, Sharpe, CAPM and APT frameworks. Pursuing the Chartered Wealth Manager (CWM) qualification (Level 1 completed) , and holds Bloomberg Market Concepts certification. Strong in Excel, Power BI and Python-based financial analysis, with a risk-aware, detail-oriented approach.
Seeking an investment and portfolio management role within wealth management.
Experience
Investment Consultant - Fabinvest - Hyderabad
(2026-10)
Finance & Analytics Specialist - TNS India Foundation - Hyderabad
(2025-07 - 2026-10)
- Built automated financial dashboards and KPI trackers in Excel and Power BI covering portfolio performance, investment returns, expense ratios and risk-adjusted metrics.
- Tracked revenue growth, cost variance, ROI and budget-to-actual performance, supporting data-driven decisions and stakeholder reporting.
- Led a FactSet-sponsored equity research and valuation project using fundamental analysis, financial ratio analysis and sector/peer benchmarking.
Credit & Financial Analyst, Emerging Corporate Team - Tata Capital Ltd
(2024-05 - 2025-06)
- Met corporate clients to assess financial profiles, cash flow requirements and debt-servicing capacity; handled ticket sizes of ₹10 Cr to ₹500 Cr.
- Prepared financial analysis reports for senior credit committees, turning complex data into clear recommendations.
- Monitored portfolio performance and flagged early risk signals across the corporate book.
- Worked with Relationship Managers to structure and process client transactions.
Credit Risk Intern - L&T Finance Ltd - Pan-India
(2023-02 - 2023-05)
- Assessed financial risk across Personal Loan, SME and Home Loan portfolios.
- Built Power BI dashboards for real-time portfolio delinquency tracking and risk visualisation.
- Analysed financial statements to identify stress indicators and early-stage NPAs; gained exposure to collateral valuation and mortgage documentation.
Education
MBA - Finance - ICFAI Business School (IBS), Hyderabad (2024)
B.Com (Hons) - Financial Analytics - CHRIST University, Lavasa, Pune (2022)
12th, CBSE - New Era Senior Secondary School, Vadodara (2019)
10th, CBSE - The Rajkumar College, Rajkot (2017)
